Best CRM for Accountants UK: The Complete Comparison
We've tested the top CRMs for UK accounting firms. Here's what actually works for lead generation, client management, and marketing automation.
Our Recommendation: GoHighLevel
For UK accountants wanting to generate more leads and automate their marketing, GoHighLevel offers the best value. It combines CRM, email, SMS, booking, and automation in one affordable platform.
See why we recommend GoHighLevelCRM Comparison for UK Accountants
GoHighLevel
RecommendedBest for: All-in-one marketing & CRM
Pros
- Complete marketing automation
- CRM, email, SMS, booking in one
- Powerful workflow builder
- Great value for features
- Built for service businesses
Cons
- Learning curve for advanced features
- US-based (but GDPR compliant)
Verdict: Best overall for accountants wanting marketing automation + CRM in one platform.
HubSpot
Best for: Large firms with budget
Pros
- Excellent CRM fundamentals
- Great reporting
- Strong integrations
- Good support
Cons
- Expensive for full features
- Marketing tools cost extra
- Complex pricing tiers
- Overkill for small practices
Verdict: Great CRM but expensive for small firms. Marketing tools require higher tiers.
Salesforce
Best for: Enterprise accounting firms
Pros
- Industry leading CRM
- Highly customizable
- Extensive integrations
Cons
- Very expensive
- Requires admin/setup help
- Overkill for most accountants
- Steep learning curve
Verdict: Too complex and expensive for most UK accounting practices.
Xero Practice Manager
Best for: Xero users wanting integration
Pros
- Integrates with Xero
- Practice management features
- Good for workflow
Cons
- Not a marketing CRM
- Limited automation
- No email/SMS marketing
- Focused on existing clients
Verdict: Good for practice management, but not for lead generation or marketing.
Pipedrive
Best for: Simple sales pipeline
Pros
- Easy to use
- Good pipeline view
- Affordable
- Quick setup
Cons
- Limited marketing features
- No SMS
- Basic automation
- No booking system
Verdict: Good CRM but lacks the marketing automation accountants need.
What Accountants Should Look for in a CRM
Lead Capture & Management
Can it capture leads from your website, phone, and other sources? Does it track where leads come from?
Marketing Automation
Can it send automated email and SMS sequences? Can it trigger actions based on lead behavior?
UK & GDPR Compliance
Is it GDPR compliant? Does it handle UK data protection requirements properly?
Review Management
Can it help you generate and manage Google reviews? This is critical for local SEO.
Ready to Choose the Right CRM?
Book a free consultation and we'll help you evaluate which CRM is best for your accounting practice.
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What Our Clients Say
Real reviews from real clients on Google
"MM Studios have been brilliant to work with. They helped me with my website and e-commerce store, as well as shaping my digital marketing strategy, including social media and other bits and pieces along the way. They were incredibly responsive, proactive, and genuinely helpful throughout the whole process. Nothing felt too much trouble, and everything was explained clearly. I'd highly recommend MM Studios to anyone looking for reliable, knowledgeable support with their online presence."
Micaela Marinelli
Verified Google Review
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Lucia Zenga
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What You'll Get:
- Complete lead flow review
- Automation gaps identified
- Quick wins you can implement today
- Custom recommendations for your practice